In the News

The Word From Wall Street: Be Passive, Make Money

September 28, 2015

Ozy.com – Like father, like son — at least that’s how Joe Mercurio approached investing. The retired Walgreen exec says he used to be a pretty type A investor, picking his own stocks and actively managed funds. And to hear the 67-year-old talk, he was pretty damn good at it, along with some famous names in the actively managed funds business he used, including the legendary Max Heine. “I loved that guy,” says Mercurio, who lives in eastern Michigan.